Russell Investments Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Russell Investments Group’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.2M	Buy	853,808 +1,690	+0.2%	+$161K	0.09%	236
2025 Q4	$80.2M	Sell	852,118 -46,828	-5%	-$4.41M	0.09%	224
2025 Q3	$85.5M	Buy	898,946 +344,482	+62%	+$32.3M	0.1%	213
2025 Q2	$52M	Buy	554,464 +15,963	+3%	+$1.47M	0.07%	298
2025 Q1	$50.4M	Buy	538,501 +430,843	+400%	+$39.6M	0.07%	294
2024 Q4	$9.56M	Sell	107,658 -658,954	-86%	-$60.5M	0.01%	837
2024 Q3	$70M	Buy	766,612 +762,165	+17,139%	+$67.2M	0.1%	212
2024 Q2	$373K	Buy	4,447 +4,440	+63,429%	+$366K	﹤0.01%	2305
2024 Q1	$585	Hold	7	–	–	﹤0.01%	3190
2023 Q4	$546	Buy	+7	New	+$522	﹤0.01%	3115
2023 Q3	–	Sell	-464,056	Closed	-$34.5M	–	3629
2023 Q2	$34.5M	Buy	+464,056	New	+$33.9M	0.07%	331
2023 Q1	–	Sell	-163,376	Closed	-$11.8M	–	3394
2022 Q4	$11.8M	Buy	+163,376	New	+$11.6M	0.02%	702

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Russell Investments Group's USMV Position: Q1 2026 in Review

Russell Investments Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.2% in Q1 2026, buying an estimated $161K and bringing the position to 853,808 shares worth $79.2M. The position accounts for 0.09% of the portfolio, ranked #236.

Russell Investments Group first reported a position in USMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $85.5M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Russell Investments Group held 853,808 shares of iShares MSCI USA Min Vol Factor ETF worth $79.2M as of Q1 2026.
Russell Investments Group bought 1,690 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $161K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Russell Investments Group's portfolio in Q1 2026, its #236 holding.
Russell Investments Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
Russell Investments Group's iShares MSCI USA Min Vol Factor ETF position peaked at $85.5M in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.